Monday, June 23, 2008

Here's the list for the week of June 23. I'm assuming that we've all lived through expiration week, yet again.

Symbol

Top Ranked

Zacks

PEG

SuppDem

VL

IBD Stock checkup

ACI

1

1

1

1

A+

BUCY

1

1

1

1

A+

KWK

1

1

1

1

A+

MOS

1

1

1

1

A+

POT

1

1

1

1

A+

RIMM

1

1

1

1

A+

AGU

1

1

1

A+

AMED

1

2

1

A+

AXYS

1

2

1

A+

BRY

1

1

1

A+

CF

1

1

1

A+

CSX

1

1

1

A+

ESV

1

1

1

A+

FLR

1

2

1

A+

FTI

1

1

1

A+

GDI

1

1

1

A+

HAL

1

1

1

A+

JOYG

1

1

1

A+

MA

1

1

2

A+

MANT

1

1

1

A+

NBL

1

1

1

A+

NOV

1

1

1

A+

SWN

1

2

1

A+

JEC

1

1

1

A

KEX

1

1

1

A

RIG

1

1

1

A

VMI

1

1

1

A

WDC

1

1

1

A

XLNX

1

1

1

A

ESRX is off the core list. KWK is back on the list, after a brief (three week) hiatus. This week, I welcome these two stocks to the core list:

FLR

HAL

Fluror Corp (FLR) is yet another oil and gas and infrastructure company. Halliburton (HAL) explores and develops oil and gas properties. (They have divested themselves of the controversial portion of a private, overseas paramilitary force.) Even with (or because of) soaring energy prices, this energy sector of stocks is taking the lead.

Core list (with n of 10 weeks passing):

Symbol

Passing weeks

Earnings

AXYS

10

JOYG

10

MANT

10

RIG

10

Earn 6-Aug

RIMM

10

Earn 25-Jun

MOS

10

Earn 29-Jul

POT

10

GLW

9

MON

9

Earn 25-Jun

BUCY

9

Earn 24-Jul

KEX

9

Earn 23-Jul

ACI

9

CSX

9

Earn 15-Jul

BIDU

8

MA

8

PCLN

7

NOV

7

BRY

7

FTI

7

Earn 5-Aug

SWN

7

LNN

6

DVN

6

Earn 6-Aug

GFA

6

Earn 5-Aug

NBL

6

Earn 30-Jul

XLNX

6

Earn 16-Jul

DE

5

Earn 13-Aug

WMB

5

FLR

5

Split 17-Jul

HAL

5

Earn 22-Jul

KWK

5

Earn 6-Aug

moving down this week

moving up this week

new this week

If you don't read John Hussman, I would highly recommend him. Go here and click on the "Weekly Commentary." You'll read someone who actually displays independent thought and is able to synthesize and analyze the markets.

In this week's commentary, Hussman recommends another site, Decision Point; Carl Swenlin has received some instant "street cred" because of him. I'll have to review his fortnightly information and would like to consider devoting some of my portfolio to trading his weather vane.

I am researching trading systems, using Forex, with the help of TradeStation and a book, Trading Systems That Work: Building and Evaluating Effective Trading Systems by Thomas Stridsman. It is a detailed process, but after the entry is decided, you spend the majority of your time deciding on exit parameters. This is probably the way it should be, as I have no control after I buy, so that's where I need to focus my energies. Right now, I am trying to determine profit targets and stop losses.

I think that once I have decided on all of the paramteres, I will use a technique like a Monte Carlo simulation to decide how many contracts will be bought or sold short, in order to keep from going broke.

Monday, June 16, 2008

Here's the list for the week of June 16. RIMM and BUCY have passed all five filters.

Symbol

Top Ranked

Zacks

PEG

SuppDem

VL

IBD Stock checkup

BUCY

1

1

1

1

1

A+

RIMM

1

1

1

1

1

A+

ACI

1

1

1

1

A+

MOS

1

1

1

1

A+

NBL

1

1

1

1

A+

POT

1

1

1

1

A+

AXYS

1

2

1

A+

BRY

1

1

1

A+

CF

1

1

1

A+

CSX

1

1

1

A+

ESV

1

1

1

A+

FTI

1

1

1

A+

GDI

1

1

1

A+

HAL

1

1

1

A+

JOYG

1

1

1

A+

KWK

1

1

1

A+

LNN

1

1

1

A+

MA

1

1

2

A+

MANT

1

1

1

A+

MON

1

1

1

A+

NOV

1

1

1

A+

SWN

1

2

1

A+

VMI

1

1

1

A+

FLR

1

2

1

A

GLW

1

2

1

A

JEC

1

1

1

A

NETL

1

2

1

A

RIG

1

1

1

A

XLNX

1

1

1

A-

This week, I welcome these two stocks to the core list:

NBL

XLNX

Noble Energy develops and produces crude oil and natural gas in the United States and internationally. Xilinx develops and manufactures programmable logic solutions. From that not-so-helpful explanation, it sounds like they program EPROM memory, but I'm not sure.

Core list (with n of 10 weeks passing):

Symbol

Passing weeks

Earnings

MANT

10

MON

10

RIG

10

Earn 6-Aug

RIMM

10

Earn 25-Jun

AXYS

10

GLW

10

JOYG

10

Earn 29-May

BUCY

9

Split 27-May

KEX

9

Earn 23-Jul

MOS

9

Earn 31-Jul

POT

9

PCLN

8

BIDU

8

ACI

8

CSX

8

Earn 15-Jul

LNN

7

MA

7

Earn 5-Aug

NOV

7

DVN

6

Earn 6-Aug

GFA

6

Earn 5-Aug

BRY

6

FTI

6

SWN

6

ESRX

5

DE

5

Earn 13-Aug

WMB

5

NBL

5

Earn 30-Jul

XLNX

5

Earn 16-Jul

moving down this week

moving up this week

new this week

They're saying that the floods in Iowa are exceeding the 500-year flood plains. I thought they only came in "100-years" and "catastrophic." My thoughts go out to the many people displaced in the Midwest.

Oh, the Ags like Corn and Soybeans are also up very dramatically. Probably because you can't plant or harvest from a row boat.